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Education

Strategic, financial, operational, technology, and compliance guidance for education institutions.
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700+

Education clients served

#1

Provider of audits to higher education institutions*

#1

Form 990 preparers for higher education institutions**

Address today’s challenges to help build tomorrow’s institution.

Change is the one constant in education. Demographic shifts, AI adoption, financial uncertainty, and evolving regulations are reshaping how institutions plan, operate, and serve students. You don’t have to navigate it alone.

We work alongside institutional leaders to study the data, identify opportunities, and build actionable strategies tailored to their goals. From flagship public universities and private institutions to preschools and K-12 systems, we bring insights gained by serving education clients across the country.

What does that look like in practice? We listen. We respond. We collaborate to add value. That’s how we deliver an Unmatched Client Experience® and help your institution advance its mission.

Higher Education

Higher education is being reshaped in real time. Enrollment and demographic shifts, financial sustainability pressures, regulatory complexity, research funding uncertainty, workforce demands, and rising expectations from students, boards, and stakeholders are redefining what it takes to lead an institution.

Our experience serving public and private colleges and universities means you work with professionals who understand these pressures firsthand.

We help higher education institutions address priorities such as:

Strategy & Transformation

Financial Sustainability

Risk, Compliance, & Operations

  • Audit & Regulatory Compliance
  • Tax & Global Operations
  • Cybersecurity & Technology Risk
  • Grants & Research Administration
  • Leadership & Workforce Strategy
  • NCAA & NIL Issues
  • International Issues

Whether you're weighing new opportunities, responding to disruption, or planning for long-term sustainability, we provide practical guidance tailored to your institution. Your mission sets the direction. We help you move toward it.

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K-12 Schools

Every school decision reaches a classroom. Leaders in public school districts and independent, religious, and charter schools face funding pressures, compliance demands, operational strain, and shifting community expectations.

Our team works alongside these leaders to help keep their mission moving forward while they focus on students and educators.

We help K–12 schools address priorities such as:

Finance & Compliance

Strategy & Operations

  • Governance & Strategic Planning
  • Operations & Process Improvement

Technology & Risk

By combining deep education knowledge with practical guidance, we help school leaders make informed decisions that support students, educators, and their communities.

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  • *Per Federal Audit Clearinghouse Data for 2024 Year-Ends
  • **Per 2025 CauseIQ Data
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Confident decisions start with numbers you can trust. We provide efficient, effective audit services for education institutions and go further by helping answer the deeper questions behind your reporting, compliance, and operational questions. Services include:

  • Financial Statement Audits, Reviews, & Compilations
  • Uniform Guidance Single Audits
  • Financial Aid Attestation Service
  • Third-Party Servicer Audits
  • Financial Feasibility Examination Studies
  • Employee Benefit Plan Audits
  • Internal Auditing & Internal Controls Review
  • New Accounting Standard Implementation
  • Agreed-Upon Procedures
  • NCAA AUP Procedures & Reporting
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Education institutions face a range of tax considerations, from Form 990 reporting to payroll, benefits, and specialty tax issues. We provide tax compliance and advisory services such as:

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Education leaders need practical strategies to address financial, operational, technology, and strategic priorities. Our consulting services help institutions identify opportunities, address challenges, and move forward with greater clarity. Services include:

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Strategic Partnership Hub

What if your institution’s next strategic move started with the right conversation? The Strategic Partnership Hub gives higher education institutions a new way to explore mergers, acquisitions, and other strategic partnerships. Developed by Forvis Mazars, the platform helps you identify opportunities, connect with peers, and access timely M&A insights in one place.

With the platform, you can:

  • Identify potential partners nationwide aligned to your goals
  • Engage directly with peers through secure messaging and forums
  • Explore opportunities on your own terms while gauging peer interest
  • Weigh options confidentially with greater control and discretion

Subscribers also receive our M&A Playbook, which offers practical guidance to support long-term strategy and decision making.

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How Forvis Mazars Can Help You

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Higher Education Consulting
Stay ahead of the ever-changing higher education landscape with strategic, innovative approaches.
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Program Economic Analysis for Higher Education
Harnessing strategic analytics to help higher education institutions drive sustainable growth.
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Nonprofit Advisory Services
Our innovative services are tailored to your organization’s unique needs. They’re paired with valuable insights to help you thrive and attain your goals.
Forvis Mazars has been the University of Kentucky audit firm since 2016. Their team has exceptional experience with public universities and healthcare. The audit contract was competitively rebid in 2025 and they were the successful responder with an award for up to an additional nine years. I can always count on the partner/director/manager to answer calls and respond to emails quickly no matter the topic and even in between our normal audit schedule. The annual financial audit and AUP reports and presentations by the partner and managing director to the Audit & Compliance Committee of our Board of Trustees have been thorough and well received. We rely on them to deliver timely insights on new GASB guidance. Our staff members routinely access their training and educational resources to stay abreast of and gain knowledge in the audit, tax, and compliance field.”
– University of Kentucky, Penny Cox, Treasurer

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